Appian Road offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. Appian Road generally limits its investment advice to exchange traded funds and futures contracts, but may use other securities to diversify portfolios. Appian Road requires discretionary authority to execute transactions without prior client permission.
Assets Under Management$2.1M
Clients23
Advisors1
Avg. per Client$92K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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